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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,577 | $138,076-14.8% | $123,553-4.8% | $135,380-13.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.09% | 153.70%-145.6pp | 119.21%-111.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $7,997 | $5,152+55.2% | $4,628+72.8% | $4,779+67.3% |
| Participant deferral / active EE | $2,805 | $6,800-58.7% | $6,426-56.3% | $5,609-50.0% |
| Admin fee / account holder | $5,493 | $10,917-49.7% | $9,284-40.8% | $10,828-49.3% |